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Charles Naddaff

Glen Eagle Advisors, LLC
36 Years of Experience
Langhorne, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Naddaff is a registered investment advisor at Glen Eagle Advisors, LLC, based in Langhorne, PA, with 36 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 3,401 clients with $1B in assets under management.

Glen Eagle Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
3,401 clients
Average Client Portfolio
$302K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is up to 2.00% annually for both wrap and non-wrap programs. Fees are negotiable based on anticipated future earnings, asset size, and other criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

413 Executive Drive, Langhorne, PA, 19047

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles is the owner and president of Naddaff Consulting and BDS, both started in 2002. He dedicates about a quarter of his time to operational consulting and a few hours per week to fixed insurance products. Naddaff Consulting and Financial Fitness Services are licensed insurance agencies.

Employment History
Current Registrations
Glen Eagle Advisors, LLC
March 2016 - Present · 10 yrs 7 mos
Glen Eagle Wealth, LLCBroker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Glen Eagle Advisors, LLC
June 2014 - March 2016 · 1 yr 9 mos
Financial Fitness Services
April 2003 - December 2014 · 11 yrs 8 mos
Lombard Securities IncorporatedBroker
March 2003 - November 2012 · 9 yrs 8 mos
Futureshare Financial LLCBroker
October 1999 - November 2001 · 2 yrs 1 mo
Fiserv Investor Services, INC.Broker
April 1995 - November 1997 · 2 yrs 7 mos
PNC Brokerage CORPBroker
January 1994 - April 1995 · 1 yr 3 mos
PNC Securities CORPBroker
August 1991 - April 1994 · 2 yrs 8 mos
Trade$aver INC.Broker
August 1986 - August 1991 · 5 yrs
Bhc Securities, INC.Broker
December 1985 - December 1985 · 0 mos
State Registrations12 states
CTDEFLINKYMDNCNJNYPAVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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